Saturday, December 20, 2014
NYU Evaluation Newsletter
The students at NYU Stern School of Business are out with their latest Evaluation Newsletter. This third issue focuses on a wide range of issues, including some investment recommendations. Enjoy:
Howard Marks on Oil
Howard Marks, the founder and Chairman of Oaktree Capital, is out with his latest missive. This time he writes about the recent pull-back in oil. Enjoy:
Monday, December 1, 2014
Pershing Square Q3 2014 Letter to Investors
Bill Ackman's Pershing Square is out with their Q3 2014 letter to investors. Due to a well timed bet in Allergan they are up 35% net YTD. In the letter they talk about their position in Allergan (AGN), Canadian Pacific (CP), Air Products and Chemicals (ADP), etc.
Enjoy.
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